Issuing Output from Transaction Documents (SAP Library

Issuing Output from Transaction Documents

Use

You can issue output for documents, for example, order confirmations, quotations, opportunity plans, directly from transaction processing manually.

For this you can use the output media in CRM, print, fax and email.

Prerequisites

You have created an action profile with an action definition for issuing output under Define Action Profile in Customizing for output determination. You have made the following settings in the action definition:

the Schedule Automatically field is selected
the Execute in Dialog field is selected
in the Processing types view the Smart Forms Print, Smart Forms Fax or Smart Forms Mail is selected.

You can combine processing types print, fax and mail and define an access sequence under Define Conditions for Output. There is further information under Conditions for Output.

You have defined a form with Smart Forms and assigned it in the Define Processing Types screen with Define Processing.

Printer settings are maintained for output in print in Customizing for output determination under Define Conditions for Output in the Action and Processing group frame.

Necessary data are maintained in the output recipients master record (for example, the sold-to party). For example:

Fax number for output by fax
Email address for output by email

Procedure

Create a transaction.

Select the Actions tab page.

The actions scheduled for the document are displayed in an action list. Actions not yet processed have the status "yellow" – unprocessed.

Select the action required, for example, order confirmation and select

Execute Action.

Using you can display a preview before execution.

Result

The action is executed according to the settings in Customizing.

The status of the action changes to

"green" – processed successfully, if output was successful.
"red" – processed with errors, if errors occurred during output.

You can execute the action again by selecting Repeat action.

If you have defined "max. 1 unprocessed action per action definition" in the action profile, then the same action is placed in the list with the status unprocessed after execution.

This graphic is explained in the accompanying text

You can issue output collectively; this can also be done in the background. There is further information under both Printing Output via the Action Monitor and Action Monitor.